Personal Financial Statement (PFS/SBA Form 413)

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by a searcher from The University of Michigan - Stephen M. Ross School of Business
in Detroit, MI, USA

8mos ago

Personal Financial Statement (PFS/SBA Form 413)

Hi All - Long-time listener, first-time caller here. I'm in the early innings of my search. I'm interested in getting a letter of support from a lending partner and completing my PFS to set myself up for success/gain credibility with brokers. Can other searchers/lenders/advisors weigh in what to be mindful of when completing? I'm wondering to what extent it might make sense to optimize my personal BS and how to do so. I reviewed previous posts about POFs and PFSs but was unable to find guidance. Thanks!

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reply by a lender 8mos ago
from Eastern Illinois University in 900 E Diehl Rd, Naperville, IL 60563, USA

I concur with Lisa Forest. The form is relatively straightforward. If you need assistance with the form or have specific questions, or want options for a pre-approval, we would be happy to assist you. We do pre-approval letters regularly. You can reach me here or directly at redacted

reply by a lender 8mos ago
from Berkeley College in Chicago, IL, USA

This is a very important document and lays the ground work for your personal credit worthiness. Take your time and be detailed. Reach out if you have any questions.